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Financial planning
Over the past 12 months the working lives of Australia’s financial planning fraternity has been given a good shakeup and for some, even been turned upside down. The bad n...
Financial planning
A leading agribusiness researcher is hoping to improve the image of the industry by setting tougher research standards....
Financial planning
SuperEC, the e-commerce initiative to establish a common set of standards for the electronic processing of superannuation related information across fund managers and sup...
Financial planning
Plans to convert investor’s wine scheme units into listed shares have been abandoned after strong opposition from the schemes investors around the country....
Financial planning
All beneficiaries of a discretionary trust who surrender their interest may now be subject to capital gains tax following the release of an Australian Tax Office (ATO) ru...
Financial planning
The Commonwealth Ombudsmen has released a report calling on the Australian Taxation Office (ATO) to supply more information to investors caught up in mass marketed tax mi...
Financial planning
While the financial services industry has been pulling its collective hair out over the issues surrounding the alienation of personal services income (APSI), it appears o...
Superannuation
Tax strategies linked to superannuation are growing in popularity but have also been identified by the Australian Tax Office as an area of concern. Rob Keavney questions ...
Financial planning
The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...
Financial planning
A number of agribusiness investment schemes will fail to achieve capital raising targets this financial year following a crackdown by the ATO....
Financial planning
A number of agribusiness investment schemes will fail to achieve capital raising targets this financial year following a crackdown by the ATO....
Financial planning
ASIC effectively shut down Chapel Road when it revoked the dealer group’s licence in May. However, concerns about a number of other dealer group’s compliance procedures o...
Financial planning
Prime Minister John Howard has agreed to deliver a verdict on the issue of Alienation of Personal Services Income (APSI) within the next three weeks....
Financial planning
Macquarie Bank will roll out a new closed end hedge fund product to retail investors providing it can receive the thumbs up from the Australian Tax Office (ATO)....
Policy & Regulation
While it may appear complex and out of reach for some investors margin lending for holds some positive tax benefits. David Shirlow examines how planners and investors can...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...